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S&P Global

1,412 hedge funds and large institutions have $95.2B invested in S&P Global in 2021 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 572 increasing their positions, 455 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 51

35% more call options, than puts

Call options by funds: $1.14B | Put options by funds: $843M

26% more repeat investments, than reductions

Existing positions increased: 572 | Existing positions reduced: 455

6% more funds holding in top 10

Funds holding in top 10: 5255 (+3)

4% more funds holding

Funds holding: 1,3561,412 (+56)

4% more capital invested

Capital invested by funds: $91.5B → $95.2B (+$3.7B)

0.3% more ownership

Funds ownership: 93.19%93.49% (+0.3%)

Holders
1,412
Holders Change
+56
Holders Change %
+4.13%
% of All Funds
24.72%
Holding in Top 10
55
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.77%
% of All Funds
0.96%
New
120
Increased
572
Reduced
455
Closed
51
Calls
$1.14B
Puts
$843M
Net Calls
+$295M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
501
Capital Fund Management (CFM)
France
$5.49M +$5.6M +12,930 New
V
502
Veritable
Delaware
$5.48M +$37.7K +87 +0.7%
BCM
503
Barometer Capital Management
Ontario, Canada
$5.45M +$667K +1,540 +14%
SVC
504
Strycker View Capital
New York
$5.42M -$2.92M -6,744 -35%
Wealthfront Advisers
505
Wealthfront Advisers
California
$5.41M +$997K +2,301 +22%
CFM
506
Coronation Fund Managers
South Africa
$5.38M -$4.98M -11,497 -48%
VF
507
Vest Financial
Virginia
$5.32M +$936K +2,160 +21%
DAM
508
Deltec Asset Management
New York
$5.31M
FFA
509
Fragasso Financial Advisors
Pennsylvania
$5.29M +$492K +1,135 +10%
DT
510
Diversified Trust
Tennessee
$5.28M +$296K +684 +6%
NRS
511
Neville Rodie & Shaw
New York
$5.22M
TC
512
TownSquare Capital
Utah
$5.17M -$23.8K -55 -0.5%
UF
513
Univest Financial
Pennsylvania
$5.16M -$142K -327 -3%
Parallax Volatility Advisers
514
Parallax Volatility Advisers
California
$5.16M -$13.7M -31,645 -72%
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$5.13M +$487K +1,125 +10%
Cetera Investment Advisers
516
Cetera Investment Advisers
Illinois
$5.1M -$346K -799 -6%
LCH
517
Lee Capital Holdings
New York
$5.08M +$2.53M +5,840 +96%
ARI
518
Applied Research Investments
Delaware
$5.08M -$213K -492 -4%
FCI
519
Financial Counselors Inc
Kansas
$5.02M +$95.8K +221 +2%
ATPW
520
Ashton Thomas Private Wealth
Arizona
$4.94M +$4.25M +9,817 +543%
KAS
521
Kestra Advisory Services
Texas
$4.93M +$29K +67 +0.6%
CT
522
Coastline Trust
Rhode Island
$4.89M +$102K +235 +2%
EI
523
Ethic Inc
New York
$4.87M +$1.15M +2,660 +30%
MIH
524
Meitav Investment House
Israel
$4.86M +$2.83M +6,524 +134%
IGM
525
Incline Global Management
New York
$4.85M -$40.4M -93,122 -89%

SPGI Hedge Fund Activity: Q3 2021 in Review

1,412 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2021, worth a combined $95.2B — up 4% from $91.5B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new SPGI positions and 51 closed out — a net gain of 69 holders — while 572 added to existing stakes and 455 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $323M. The largest seller was T. Rowe Price Associates, cutting an estimated $491M.

  • 1,412 institutional investors held S&P Global (SPGI) as of Q3 2021, up from 1,356 in Q2 2021.
  • Funds reported $95.2B of S&P Global stock for Q3 2021, up 4% quarter-over-quarter.
  • 120 funds opened new S&P Global positions in Q3 2021 and 51 closed out, a net change of +69 holders.
  • The largest S&P Global buyer in Q3 2021 was 1832 Asset Management, an estimated $323M added.
  • The largest S&P Global seller in Q3 2021 was T. Rowe Price Associates, an estimated $491M sold.

Based on aggregated 13F filings for Q3 2021.